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Workflow Developer’s Guide pptx

Oracle
r
Workflow
Developer’s Guide
Release 2.6.3
Part No. B10284–02
September 2003
Oracle Workflow Developer’s Guide, Release 2.6.3
Part No. B10284–02
Copyright E 2003 Oracle Corporation. All rights reserved.
Primary Authors: Siu Chang, Clara Jaeckel
Contributors: George Buzsaki, John Cordes, Mark Craig, Mark Fisher, Kevin Hudson, George Kellner, Angela
Kung, David Lam, Jin Liu, Kenneth Ma, Steve Mayze, Santhana Natarajan, Tim Roveda, Robin Seiden, Sachin
Sharma, Sheryl Sheh, Susan Stratton
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iiiContents
Contents
Preface xi. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Audience for This Guide xii. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
How To Use This Guide xii. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Documentation Accessibility xiii. . . . . . . . . . . . . . . . . . . . . . . . . . .
Other Information Sources xiv. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Online Documentation xiv. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Related User’s Guides xv. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Guides Related to All Products xv. . . . . . . . . . . . . . . . . . . . . . . . .
User Guides Related to This Product xv. . . . . . . . . . . . . . . . . . . .
Installation and System Administration xvii. . . . . . . . . . . . . . . . .
Other Implementation Documentation xix. . . . . . . . . . . . . . . . . .
Training and Support xx. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Do Not Use Database Tools to Modify Oracle Applications
Data xxi. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About Oracle xxii. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Your Feedback xxii. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter 1 Overview of Oracle Workflow 1 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Overview of Oracle Workflow for Developers 1 – 2. . . . . . . . . . . . . . .
Major Features and Definitions 1 – 3. . . . . . . . . . . . . . . . . . . . . . . . .
Workflow Processes 1 – 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 2 Defining a Workflow Process 2 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Overview of Oracle Workflow Builder 2 – 2. . . . . . . . . . . . . . . . . . . . . .
iv Oracle Workflow Developer’s Guide
The Navigator Tree Structure 2 – 3. . . . . . . . . . . . . . . . . . . . . . . . . .
Viewing the Navigator Tree 2 – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating Process Definitions in Oracle Workflow Builder 2 – 7. . . . . .
Opening and Saving Item Types 2 – 12. . . . . . . . . . . . . . . . . . . . . . . .
Quick Start Wizard Overview 2 – 18. . . . . . . . . . . . . . . . . . . . . . . . . .
Using Oracle Workflow Builder with Different Server
Versions 2 – 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Item Type Definition Web Page 2 – 24. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter 3 Defining Workflow Process Components 3 – 1. . . . . . . . . . . . . . . . . .
Workflow Process Components 3 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Item Types 3 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Allowing Access to an Object 3 – 19. . . . . . . . . . . . . . . . . . . . . . . . . .
Lookup Types 3 – 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Messages 3 – 25. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Activities 3 – 53. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Voting Activity 3 – 73. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deleting Objects in Oracle Workflow Builder 3 – 80. . . . . . . . . . . . . . . .
Modifying Objects in Oracle Workflow Builder 3 – 81. . . . . . . . . . . . . .
Workflow Objects That Support Versioning 3 – 82. . . . . . . . . . . . . .
Workflow Objects That Do Not Support Versioning 3 – 83. . . . . . .
Chapter 4 Defining a Workflow Process Diagram 4 – 1. . . . . . . . . . . . . . . . . . . .
Process Window 4 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Modifying Fonts in Oracle Workflow Builder 4 – 22. . . . . . . . . . . .
Creating a Shortcut Icon for a Workflow Process 4 – 23. . . . . . . . . .
Roles 4 – 24. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter 5 Predefined Workflow Activities 5 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . .
Standard Activities 5 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

And/Or Activities 5 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Comparison Activities 5 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Compare Execution Time Activity 5 – 3. . . . . . . . . . . . . . . . . . . . . .
Wait Activity 5 – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Block Activity 5 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Defer Thread Activity 5 – 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Launch Process Activity 5 – 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Noop Activity 5 – 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Loop Counter Activity 5 – 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
vContents
Start Activity 5 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
End Activity 5 – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Role Resolution Activity 5 – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Notify Activity 5 – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Vote Yes/No Activity 5 – 10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Master/Detail Coordination Activities 5 – 12. . . . . . . . . . . . . . . . . .
Wait for Flow Activity 5 – 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Continue Flow Activity 5 – 13. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Assign Activity 5 – 14. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Get Monitor URL Activity 5 – 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Get Event Property Activity 5 – 15. . . . . . . . . . . . . . . . . . . . . . . . . . .
Set Event Property Activity 5 – 16. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Compare Event Property Activity 5 – 17. . . . . . . . . . . . . . . . . . . . . .
XML Get Tag Value Activity 5 – 18. . . . . . . . . . . . . . . . . . . . . . . . . . .
XML Compare Tag Value Activities 5 – 19. . . . . . . . . . . . . . . . . . . . .
XML Transform Activity 5 – 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Concurrent Manager Standard Activities 5 – 22. . . . . . . . . . . . . . . . . . . .
Execute Concurrent Program Activity 5 – 22. . . . . . . . . . . . . . . . . . .
Submit Concurrent Program Activity 5 – 23. . . . . . . . . . . . . . . . . . .
Wait for Concurrent Program Activity 5 – 24. . . . . . . . . . . . . . . . . . .

Chapter 6 Defining Procedures and Functions for Oracle Workflow 6 – 1. . . .
Defining Procedures and Functions for Oracle Workflow 6 – 2. . . . . .
Standard API for PL/SQL Procedures Called by Function
Activities 6 – 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Standard API for Java Procedures Called by Function
Activities 6 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Standard API for an Item Type Selector or Callback Function 6 – 13. .
Standard APIs for ”PL/SQL” Documents 6 – 17. . . . . . . . . . . . . . . . . . .
”PL/SQL” Documents 6 – 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
”PL/SQL CLOB” Documents 6 – 19. . . . . . . . . . . . . . . . . . . . . . . . . .
”PL/SQL BLOB” Documents 6 – 24. . . . . . . . . . . . . . . . . . . . . . . . . .
Standard API for an Event Data Generate Function 6 – 26. . . . . . . . . . .
Standard APIs for a Queue Handler 6 – 28. . . . . . . . . . . . . . . . . . . . . . . .
Enqueue 6 – 28. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Dequeue 6 – 29. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Standard API for an Event Subscription Rule Function 6 – 31. . . . . . . .
Chapter 7 Testing a Workflow Definition 7 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Testing Workflow Definitions 7 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
vi Oracle Workflow Developer’s Guide
Testing Workflow Definitions Using the Developer Studio 7 – 6. . . . .
Chapter 8 Managing Business Events 8 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Managing Business Events 8 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Event Manager 8 – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Events 8 – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Systems 8 – 16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Agents 8 – 22. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Event Subscriptions 8 – 37. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Raising Events 8 – 55. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Signing Up Systems 8 – 57. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Synchronizing Systems 8 – 60. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Reviewing Local Queues 8 – 62. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Event Manager for Oracle Applications 8 – 66. . . . . . . . . . . . . . . . . . . . .
Events 8 – 67. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Event Subscriptions 8 – 80. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Agents 8 – 98. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Systems 8 – 117. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Workflow Agent Ping/Acknowledge 8 – 129. . . . . . . . . . . . . . . . . . . . . . .
The Workflow Agent Ping/Acknowledge Item Type 8 – 130. . . . . .
Summary of the Master Ping Process 8 – 132. . . . . . . . . . . . . . . . . . . .
Master Ping Process Activities 8 – 133. . . . . . . . . . . . . . . . . . . . . . . . .
Summary of the Detail Ping Process 8 – 134. . . . . . . . . . . . . . . . . . . .
Detail Ping Process Activities 8 – 134. . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter 9 Predefined Workflow Events 9 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Predefined Workflow Events 9 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Event Definition Events 9 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Event Group Definition Events 9 – 3. . . . . . . . . . . . . . . . . . . . . . . . .
System Definition Events 9 – 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Agent Definition Events 9 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Agent Group Definition Events 9 – 6. . . . . . . . . . . . . . . . . . . . . . . .
Event Subscription Definition Events 9 – 8. . . . . . . . . . . . . . . . . . .
Synchronize Event Systems Event 9 – 9. . . . . . . . . . . . . . . . . . . . . .
Seed Event Group 9 – 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Ping Agent Events 9 – 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
System Signup Event 9 – 14. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Any Event 9 – 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Unexpected Event 9 – 18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
User Entry Has Changed Event 9 – 20. . . . . . . . . . . . . . . . . . . . . . . .
viiContents
Notification Events 9 – 23. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Notification Mailer Event 9 – 32. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Business Event System Control Events 9 – 33. . . . . . . . . . . . . . . . . .
Generic Service Component Framework Control Events 9 – 36. . .
Workflow Send Protocol 9 – 40. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
The Workflow Send Protocol Item Type 9 – 41. . . . . . . . . . . . . . . . .
Summary of the Workflow Event Protocol Process 9 – 43. . . . . . . .
Workflow Event Protocol Process Activities 9 – 44. . . . . . . . . . . . . .
Workflow Send Protocol Events 9 – 47. . . . . . . . . . . . . . . . . . . . . . . .
Chapter 10 Demonstration Workflow Processes 10 – 1. . . . . . . . . . . . . . . . . . . . . . .
Sample Workflow Processes 10 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Displaying the Process Diagram of a Sample Workflow 10 – 3. . . .
Requisition Process 10 – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the Requisition Data Model 10 – 6. . . . . . . . . . . . . . . . . . .
Initiating the Requisition Workflow 10 – 9. . . . . . . . . . . . . . . . . . . . .
The Requisition Item Type 10 – 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of the Requisition Approval Process 10 – 14. . . . . . . . . . .
Requisition Process Activities 10 – 16. . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of the Notify Approver Subprocess 10 – 21. . . . . . . . . . . .
Notify Approver Subprocess Activities 10 – 22. . . . . . . . . . . . . . . . . .
Sample StartProcess Function 10 – 25. . . . . . . . . . . . . . . . . . . . . . . . . .
Example Function Activities 10 – 28. . . . . . . . . . . . . . . . . . . . . . . . . . .
Example: Select Approver 10 – 28. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example: Verify Authority 10 – 31. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example Notification Activity 10 – 33. . . . . . . . . . . . . . . . . . . . . . . . . .
Example: Notify Requisition Approval Required 10 – 34. . . . . . . . .
Document Review Process 10 – 36. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
The Document Management Item Type 10 – 36. . . . . . . . . . . . . . . . . .
Summary of the Document Review Process 10 – 37. . . . . . . . . . . . . .
Document Review Process Activities 10 – 39. . . . . . . . . . . . . . . . . . . .
Error Check Process 10 – 41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
The Periodic Alert Item Type 10 – 41. . . . . . . . . . . . . . . . . . . . . . . . . . .

Summary of the Error Check Process 10 – 43. . . . . . . . . . . . . . . . . . . .
Error Check Process Activities 10 – 44. . . . . . . . . . . . . . . . . . . . . . . . .
Summary of the User Defined Alert Action Process 10 – 47. . . . . . .
User Defined Alert Action Process Activities 10 – 48. . . . . . . . . . . . .
Event System Demonstration 10 – 50. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the Event System Demonstration Data Model 10 – 52. . .
Initiating the Event System Demonstration Workflow 10 – 53. . . . .
The Event System Demonstration Item Type 10 – 58. . . . . . . . . . . . .
viii Oracle Workflow Developer’s Guide
Summary of the Buyer: Top Level PO Process 10 – 60. . . . . . . . . . . .
Buyer: Top Level PO Process Activities 10 – 62. . . . . . . . . . . . . . . . . .
Summary of the Buyer: Send PO to Supplier Subprocess 10 – 65. . .
Buyer: Send PO to Supplier Subprocess Activities 10 – 65. . . . . . . .
Summary of the Buyer: Receive Supplier PO
Acknowledgement Subprocess 10 – 67. . . . . . . . . . . . . . . . . . . . . . . . .
Buyer: Receive Supplier PO Acknowledgement Subprocess
Activities 10 – 68. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of the Buyer: Advanced Shipment Notice
Subprocess 10 – 70. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Buyer: Advanced Shipment Notice Subprocess Activities 10 – 71. .
Summary of the Buyer: Receive Supplier Invoicing
Subprocess 10 – 72. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Buyer: Receive Supplier Invoicing Subprocess Activities 10 – 73. . .
Summary of the Supplier: Top Level Order Process 10 – 74. . . . . . .
Supplier: Top Level Order Process Activities 10 – 75. . . . . . . . . . . . .
Summary of the Supplier: Get Order Details Subprocess 10 – 78. . .
Supplier: Get Order Details Subprocess Activities 10 – 79. . . . . . . . .
Summary of the Supplier: Credit Check Subprocess 10 – 81. . . . . . .
Supplier: Credit Check Subprocess Activities 10 – 82. . . . . . . . . . . . .
Summary of the Supplier: Stock Check Subprocess 10 – 83. . . . . . . .

Supplier: Stock Check Subprocess Activities 10 – 84. . . . . . . . . . . . .
Summary of the Supplier: Advanced Shipment Notice
Subprocess 10 – 85. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Supplier: Advanced Shipment Notice Subprocess
Activities 10 – 86. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Summary of the Supplier: Send Supplier Invoice
Subprocess 10 – 87. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Supplier: Send Supplier Invoice Subprocess Activities 10 – 88. . . . .
B2B Purchase Order Event 10 – 89. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
B2B Purchase Order Acknowledgement Event 10 – 92. . . . . . . . . . .
B2B Advanced Shipment Notice Event 10 – 94. . . . . . . . . . . . . . . . . .
B2B Invoice Event 10 – 96. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter 11 Error Handling 11 – 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Error Handling 11 – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Error Handling for Workflow Processes 11 – 2. . . . . . . . . . . . . . . . .
Error Handling for Event Subscription Processing 11 – 5. . . . . . . .
System: Error Item Type and Item Attributes 11 – 7. . . . . . . . . . . . .
Default Error Process 11 – 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Retry–only Process 11 – 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Default Event Error Process 11 – 14. . . . . . . . . . . . . . . . . . . . . . . . . . . .
ixContents
Appendix A Oracle Workflow Developer Navigation Paths A – 1. . . . . . . . . . . . . .
Oracle Workflow Developer Navigation Paths A – 2. . . . . . . . . . . . . . .
Appendix B Oracle Workflow Builder Menus and Toolbars B – 1. . . . . . . . . . . . .
Oracle Workflow Builder Menus B – 2. . . . . . . . . . . . . . . . . . . . . . . . . . .
Oracle Workflow Builder Toolbars B – 7. . . . . . . . . . . . . . . . . . . . . . . . .
Appendix C Oracle Workflow Implementation in Other Oracle Products C – 1.
Predefined Workflows Embedded in Oracle E–Business Suite C – 2. .
Applied Technology C – 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Business Intelligence C – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Contracts C – 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Financial Applications C – 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
HRMS Applications C – 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Leasing C – 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Maintenance Applications C – 23. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Manufacturing Applications C – 23. . . . . . . . . . . . . . . . . . . . . . . . . . .
Order Fulfillment C – 26. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Procurement C – 27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Projects C – 28. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sales, Marketing, and eCommerce C – 29. . . . . . . . . . . . . . . . . . . . . .
Service C – 31. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Supply Chain Planning C – 32. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Oracle Workflow Business Event System Implementation in
Oracle E–Business Suite C – 34. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Applied Technology C – 34. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Financial Applications C – 35. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Manufacturing Applications C – 36. . . . . . . . . . . . . . . . . . . . . . . . . . .
Oracle Workflow Implementation in the Oracle Technology
Stack C – 39. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Oracle Workflow Support Policy C – 42. . . . . . . . . . . . . . . . . . . . . . . . . . .
Customization Guidelines C – 42. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Resolving Customization Issues C – 43. . . . . . . . . . . . . . . . . . . . . . . .
What Is NOT Supported C – 43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
What Is Supported C – 43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Glossary
Index
x Oracle Workflow Developer’s Guide
xiPreface
Preface
xii Oracle Workflow Developer’s Guide

Audience for This Guide
Welcome to the Oracle Workflow Developer’s Guide.
This guide assumes you have a working knowledge of the following:
• The principles and customary practices of your business area.
• Oracle Workflow
If you have never used Oracle Workflow, Oracle suggests you
attend one or more of the Oracle Workflow training classes
available through Oracle University.
See Other Information Sources for more information about Oracle
Applications product information.
The Oracle Workflow Developer’s Guide also assumes you have a basic
understanding of operating system concepts and familiarity with
Oracle Database, PL/SQL, and Oracle Application Server technology.
If you have not yet been introduced to any of these systems, Oracle
suggests you attend one or more of the training classes available
through Oracle University.
How To Use This Guide
This guide contains the information you need to understand and
develop with Oracle Workflow.
• Chapter 1 provides an overview of Oracle Workflow.
• Chapter 2 describes how to begin defining a workflow process.
• Chapter 3 describes how to define the components necessary to
build a workflow process.
• Chapter 4 describes how to draw and define a workflow process
diagram.
• Chapter 5 describes the standard activities provided with Oracle
Workflow.
• Chapter 6 describes the standard APIs for the PL/SQL and Java
functions that can be called by Oracle Workflow.
• Chapter 7 describes how to launch a workflow process for

testing purposes.
• Chapter 8 describes how to manage business events.
xiiiPreface
• Chapter 9 describes the standard events provided with Oracle
Workflow.
• Chapter 10 describes the demonstration workflow processes
included with Oracle Workflow.
• Chapter 11 describes error handling for workflow processes and
event subscription processing.
• Appendix A describes the navigation paths to Oracle Workflow
developer web pages in the seeded Oracle Workflow
responsibilities for Oracle Applications.
• Appendix B describes the Oracle Workflow Builder menus and
toolbar.
• Appendix C lists the predefined workflow processes that are
included with the Oracle Applications–embedded version of
Oracle Workflow, the Oracle Applications features that leverage
the Business Event System, and the Oracle technology stack
features that leverage Oracle Workflow. This appendix also
includes the Oracle Workflow support policy.
At the end of this guide, we include a glossary of Oracle Workflow
terms.
Documentation Accessibility
Our goal is to make Oracle products, services, and supporting
documentation accessible, with good usability, to the disabled
community. To that end, our documentation includes features that
make information available to users of assistive technology. This
documentation is available in HTML format, and contains markup to
facilitate access by the disabled community. Standards will continue to
evolve over time, and Oracle is actively engaged with other

market–leading technology vendors to address technical obstacles so
that our documentation can be accessible to all of our customers. For
additional information, visit the Oracle Accessibility Program Web site
at />Accessibility of Code Examples in Documentation
JAWS, a Windows screen reader, may not always correctly read the
code examples in this document. The conventions for writing code
require that closing braces should appear on an otherwise empty line;
however, JAWS may not always read a line of text that consists solely
of a bracket or brace.
xiv Oracle Workflow Developer’s Guide
Accessibility of Links to External Web Sites in Documentation
This documentation may contain links to Web sites of other companies
or organizations that Oracle does not own or control. Oracle neither
evaluates nor makes any representations regarding the accessibility of
these Web sites.
Other Information Sources
You can choose from many sources of information, including online
documentation, training, and support services, to increase your
knowledge and understanding of Oracle Workflow.
If this guide refers you to other Oracle Applications documentation,
use only the Release 11i versions of those guides.
Online Documentation
If you are using the version of Oracle Workflow embedded in Oracle
Applications, note that all Oracle Applications documentation is
available online (HTML or PDF).
• Online Help – The new features section in the HTML help
describes new features in 11i. This information is updated for
each new release of Oracle Workflow. The new features section
also includes information about any features that were not yet
available when this guide was printed. For example, if your

administrator has installed software from a mini–pack or an
upgrade, this document describes the new features. Online help
patches are available on OracleMetaLink.
• 11i Features Matrix – This document lists new features available
by patch and identifies any associated new documentation. The
new features matrix document is available on OracleMetaLink.
• Readme File – Refer to the readme file for patches that you have
installed to learn about new documentation or documentation
patches that you can download.
Portions of this guide are also available online in Windows Help
format. The Windows Help is available from the Oracle Workflow
Builder Help menu.
If you are using the standalone version of Oracle Workflow, note that
this guide is available online in HTML format, and portions of the
guide are available in Windows Help format as well. The Windows
xvPreface
Help is available from the Oracle Workflow Builder Help menu. The
HTML documentation is available from a URL provided by your
system administrator or from the help icon in the Oracle Workflow web
pages.
Related User’s Guides
Oracle Workflow is used by other Oracle Applications products to
provide embedded workflows. Therefore, if you are using the version
of Oracle Workflow embedded in Oracle Applications, you may want
to refer to other user’s guides when you set up and use Oracle
Workflow to learn more about the embedded workflows.
You can read the guides online by choosing Library from the
expandable menu on your HTML help window, by reading from the
Oracle Applications Document Library CD included in your media
pack, or by using a Web browser with a URL that your system

administrator provides.
If you require printed guides, you can purchase them from the Oracle
Store at .
Guides Related to All Products
Oracle Applications User’s Guide
This guide explains how to enter data, query, run reports, and navigate
using the graphical user interface (GUI) available with this release of
Oracle Workflow (and any other Oracle Applications products). This
guide also includes information on setting user profiles, as well as
running and reviewing reports and concurrent processes.
You can access this user’s guide online by choosing ”Getting Started
with Oracle Applications” from any Oracle Applications help file.
User Guides Related to This Product
Oracle Workflow Administrator’s Guide
This guide explains how to complete the setup steps necessary for any
Oracle Applications product that includes workflow–enabled
processes, as well as how to monitor the progress of runtime workflow
processes.
xvi Oracle Workflow Developer’s Guide
Oracle Workflow User’s Guide
This guide describes how Oracle Applications users can view and
respond to workflow notifications and monitor the progress of their
workflow processes.
Oracle Workflow API Reference
This guide describes the APIs provided for developers and
administrators to access Oracle Workflow.
Oracle General Ledger User Guide
This guide provides information about journal entry, budgeting, and
multi–company accounting and consolidation.
Oracle Purchasing User’s Guide

This guide provides information about entering and managing
purchase orders and requisitions.
Implementing Oracle Self–Service Human Resources (SSHR)
This guide provides information about setting up the self–service
human resources management functions for managers and employees.
Managers and employees can then use an intranet and Web browser to
have easy and intuitive access to personal and career management
functionality
Oracle Payables User Guide
This guide provides information about entering and managing
suppliers, invoices, and payments.
Oracle Projects User Guide
This guide provides information about entering and managing projects,
budgets, expenditures, costing, and billing.
Oracle Receivables User Guide
This guide provides information about entering and managing
customers, receipts, collections, and transactions.
xviiPreface
Oracle Business Intelligence System Implementation Guide
This guide provides information about implementing Oracle Business
Intelligence (BIS) in your environment.
BIS 11i User Guide Online Help
This guide is provided as online help only from the BIS application and
includes information about intelligence reports, Discoverer workbooks,
and the Performance Management Framework.
Oracle Financials Open Interface Reference
This guide is a compilation of all open interface descriptions in all
Oracle Financial Applications user’s guides.
Oracle XML Gateway User’s Guide
This guide explains how to implement the production and

consumption of valid, well–formed XML messages between Oracle
Applications and trading partners.
Installation and System Administration
Oracle Applications Concepts
This guide provides an introduction to the concepts, features,
technology stack, architecture, and terminology for Oracle Applications
Release 11i. It provides a useful first book to read before an installation
of Oracle Applications. This guide also introduces the concepts behind
Applications–wide features such as Business Intelligence (BIS),
languages and character sets, and Self–Service Web Applications.
Installing Oracle Applications
This guide provides instructions for managing the installation of Oracle
Applications products. In Release 11i, much of the installation process
is handled using Oracle Rapid Install, which minimizes the time to
install Oracle Applications and the Oracle Database technology stack
by automating many of the required steps. This guide contains
instructions for using Oracle Rapid Install and lists the tasks you need
to perform to finish your installation. You should use this guide in
conjunction with individual product user’s guides and implementation
guides.
xviii Oracle Workflow Developer’s Guide
Upgrading Oracle Applications
Refer to this guide if you are upgrading your Oracle Applications
Release 10.7 or Release 11.0 products to Release 11i. This guide
describes the upgrade process and lists database and product–specific
upgrade tasks. You must be either at Release 10.7 (NCA, SmartClient,
or character mode) or Release 11.0, to upgrade to Release 11i. You
cannot upgrade to Release 11i directly from releases prior to 10.7.
Maintaining Oracle Applications
Use this guide to help you run the various AD utilities, such as

AutoUpgrade, AutoPatch, AD Administration, AD Controller, AD
Relink, License Manager, and others. It contains how–to steps,
screenshots, and other information that you need to run the AD
utilities. This guide also provides information on maintaining the
Oracle Applications file system and database.
Oracle Applications System Administrator’s Guide
This guide provides planning and reference information for the Oracle
Applications System Administrator. It contains information on how to
define security, customize menus and online help, and manage
concurrent processing.
Oracle Alert User’s Guide
This guide explains how to define periodic and event alerts to monitor
the status of your Oracle Applications data.
Oracle Applications Developer’s Guide
This guide contains the coding standards followed by the Oracle
Applications development staff. It describes the Oracle Application
Object Library components needed to implement the Oracle
Applications user interface described in the Oracle Applications User
Interface Standards for Forms–Based Products. It also provides information
to help you build your custom Oracle Forms Developer 6i forms so that
they integrate with Oracle Applications.
xixPreface
Other Implementation Documentation
Oracle Applications Product Update Notes
Use this guide as a reference for upgrading an installation of Oracle
Applications. It provides a history of the changes to individual Oracle
Applications products between Release 11.0 and Release 11i. It includes
new features, enhancements, and changes made to database objects,
profile options, and seed data for this interval.
Multiple Reporting Currencies in Oracle Applications

If you use the Multiple Reporting Currencies feature to record
transactions in more than one currency, use this manual before
implementing Oracle Workflow. This manual details additional steps
and setup considerations for implementing Oracle Workflow with this
feature.
Multiple Organizations in Oracle Applications
This guide describes how to set up and use Oracle Workflow with
Oracle Applications’ Multiple Organization support feature, so you can
define and support different organization structures when running a
single installation of Oracle Workflow.
Oracle Applications Flexfields Guide
This guide provides flexfields planning, setup and reference
information for the Oracle Workflow implementation team, as well as
for users responsible for the ongoing maintenance of Oracle
Applications product data. This manual also provides information on
creating custom reports on flexfields data.
Oracle eTechnical Reference Manuals
Each eTechnical Reference Manual (eTRM) contains database diagrams
and a detailed description of database tables, forms, reports, and
programs for a specific Oracle Applications product. This information
helps you convert data from your existing applications, integrate
Oracle Applications data with non–Oracle applications, and write
custom reports for Oracle Applications products. Oracle eTRM is
available on OracleMetaLink.
xx Oracle Workflow Developer’s Guide
Oracle Applications User Interface Standards
for Forms–Based Products
This guide contains the user interface (UI) standards followed by the
Oracle Applications development staff. It describes the UI for the
Oracle Applications products and how to apply this UI to the design of

an application built by using Oracle Forms.
Oracle Manufacturing APIs and Open Interfaces Manual
This manual contains up–to–date information about integrating with
other Oracle Manufacturing applications and with your other systems.
This documentation includes APIs and open interfaces found in Oracle
Manufacturing.
Oracle Order Management Suite APIs and Open Interfaces Manual
This manual contains up–to–date information about integrating with
other Oracle Manufacturing applications and with your other systems.
This documentation includes APIs and open interfaces found in Oracle
Order Management Suite.
Oracle Applications Message Reference Manual
This manual describes all Oracle Applications messages. This manual is
available in HTML format on the documentation CD–ROM for Release
11i.
Training and Support
Training
Oracle offers a complete set of training courses to help you and your
staff master Oracle Workflow and reach full productivity quickly. These
courses are organized into functional learning paths, so you take only
those courses appropriate to your job or area of responsibility.
You have a choice of educational environments. You can attend courses
offered by Oracle University at any one of our many Education
Centers, you can arrange for our trainers to teach at your facility, or
you can use Oracle Learning Network (OLN), Oracle University’s
online education utility. In addition, Oracle training professionals can
tailor standard courses or develop custom courses to meet your needs.
For example, you may want to use your organization structure,
xxiPreface
terminology, and data as examples in a customized training session

delivered at your own facility.
Support
From on–site support to central support, our team of experienced
professionals provides the help and information you need to keep
Oracle Workflow working for you. This team includes your Technical
Representative and Account Manager, and Oracle’s large staff of
consultants and support specialists with expertise in your business
area, managing an Oracle Database, and your hardware and software
environment.
Do Not Use Database Tools to Modify Oracle Applications Data
Oracle STRONGLY RECOMMENDS that you never use SQL*Plus,
Oracle Data Browser, database triggers, or any other tool to modify
Oracle Applications data unless otherwise instructed.
Oracle provides powerful tools you can use to create, store, change,
retrieve, and maintain information in an Oracle Database. But if you
use Oracle tools such as SQL*Plus to modify Oracle Applications data,
you risk destroying the integrity of your data and you lose the ability to
audit changes to your data.
Because Oracle Applications tables are interrelated, any change you
make using Oracle Applications can update many tables at once. But
when you modify Oracle Applications data using anything other than
Oracle Applications, you may change a row in one table without
making corresponding changes in related tables. If your tables get out
of synchronization with each other, you risk retrieving erroneous
information and you risk unpredictable results throughout Oracle
Applications.
When you use Oracle Applications to modify your data, Oracle
Applications automatically checks that your changes are valid. Oracle
Applications also keeps track of who changes information. If you enter
information into database tables using database tools, you may store

invalid information. You also lose the ability to track who has changed
your information because SQL*Plus and other database tools do not
keep a record of changes.
xxii Oracle Workflow Developer’s Guide
About Oracle
Oracle develops and markets an integrated line of software products
for database management, applications development, decision support,
and office automation, as well as Oracle Applications, an integrated
suite of more than 160 software modules for financial management,
supply chain management, manufacturing, project systems, human
resources, and customer relationship management.
Oracle products are available for mainframes, minicomputers, personal
computers, network computers and personal digital assistants,
allowing organizations to integrate different computers, different
operating systems, different networks, and even different database
management systems, into a single, unified computing and information
resource.
Oracle is the world’s leading supplier of software for information
management, and the world’s second largest software company. Oracle
offers its database, tools, and applications products, along with related
consulting, education, and support services, in over 145 countries
around the world.
Your Feedback
Thank you for using Oracle Workflow and this guide.
Oracle values your comments and feedback. At the end of this guide is
a Reader’s Comment Form you can use to explain what you like or
dislike about Oracle Workflow or this guide. Mail your comments to
the following address or call us directly at (650) 506–7000.
Oracle Applications Documentation Manager
Oracle Corporation

500 Oracle Parkway
Redwood Shores, CA 94065
U.S.A.
Or, send electronic mail to
C H A P T E R
1
T
1 – 1Overview of Oracle Workflow
Overview of Oracle
Workflow
his chapter introduces you to the concept of a workflow process
and to the major features of Oracle Workflow.
1 – 2 Oracle Workflow Developer’s Guide
Overview of Oracle Workflow for Developers
Oracle Workflow delivers a complete workflow management system
that supports business process based integration. Its technology enables
modeling, automation, and continuous improvement of business
processes, routing information of any type according to user–defined
business rules.
E–business is accelerating the demand for integration of applications
within the enterprise as well as integration of a company’s systems with
trading partners and business–to–business exchanges. Oracle Workflow
automates and streamlines business processes both within and beyond
your enterprise, supporting traditional applications based workflow as
well as e–business integration workflow. Oracle Workflow is unique in
providing a workflow solution for both internal processes and business
process coordination between applications.
Routing Information
Business processes today involve getting many types of information to
multiple people according to rules that are constantly changing. With so

much information available, and in so many different forms, how do
you get the right information to the right people? Oracle Workflow lets
you provide each person with all the information they need to take
action. Oracle Workflow can route supporting information to each
decision maker in a business process, including people both inside and
outside your enterprise.
Defining and Modifying Business Rules
Oracle Workflow lets you define and continuously improve your
business processes using a drag–and–drop process designer.
Unlike workflow systems that simply route documents from one user to
another with some approval steps, Oracle Workflow lets you model
sophisticated business processes. You can define processes that loop,
branch into parallel flows and then rendezvous, decompose into
subflows, and more. Because Oracle Workflow can decide which path
to take based on the result of a stored procedure, you can use the power
of Java and of PL/SQL, the language of the Oracle Database, to express
any business rule that affects a workflow process. See: Workflow
Processes: page 1 – 6.
1 – 3Overview of Oracle Workflow
Delivering Electronic Notifications
Oracle Workflow extends the reach of business process automation
throughout the enterprise and beyond to include any e–mail or Internet
user. Oracle Workflow lets people receive notifications of items
awaiting their attention via e–mail, and act based on their e–mail
responses. You can even view your list of things to do, including
necessary supporting information, and take action using a standard Web
browser.
Integrating Systems
Oracle Workflow lets you set up subscriptions to business events which
can launch workflows or enable messages to be propagated from one

system to another when business events occur. You can communicate
events among systems within your own enterprise and with external
systems as well. In this way, you can implement point–to–point
messaging integration or use Oracle Workflow as a messaging hub for
more complex system integration scenarios. You can model business
processes that include complex routing and processing rules to handle
events powerfully and flexibly.
Major Features and Definitions
Oracle Workflow Builder
Oracle Workflow Builder is a graphical tool that lets you create, view, or
modify a business process with simple drag and drop operations. Using
the Workflow Builder, you can create and modify all workflow objects,
including activities, item types, and messages. See: Workflow Processes:
page 1 – 6.
At any time you can add, remove, or change workflow activities, or set
up new prerequisite relationships among activities. You can easily work
with a summary–level model of your workflow, expanding activities
within the workflow as needed to greater levels of detail. And, you can
operate Oracle Workflow Builder from a desktop PC or from a
disconnected laptop PC.
Workflow Engine
The Workflow Engine embedded in the Oracle Database implements
process definitions at runtime. The Workflow Engine monitors
workflow states and coordinates the routing of activities for a process.